Claris Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Claris Advisors’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$617K	Buy	8,060 +206	+3%	+$15.9K	0.16%	40
2026 Q1	$584K	Hold	7,854	–	–	0.17%	39
2025 Q4	$561K	Buy	7,854 +88	+1%	+$6.12K	0.17%	37
2025 Q3	$493K	Hold	7,766	–	–	0.17%	44
2025 Q2	$493K	Buy	7,766 +166	+2%	+$10.2K	0.17%	44
2025 Q1	$448K	Hold	7,600	–	–	0.17%	48
2024 Q4	$399K	Sell	7,600 -745	-9%	-$40.8K	0.15%	45
2024 Q3	$480K	Hold	8,345	–	–	0.21%	35
2024 Q2	$443K	Buy	8,345 +76	+0.9%	+$4.13K	0.23%	33
2024 Q1	$450K	Hold	8,269	–	–	0.23%	34
2023 Q4	$431K	Buy	8,269 +149	+2%	+$7.37K	0.24%	31
2023 Q3	$397K	Buy	8,120 +478	+6%	+$23.7K	0.25%	28
2023 Q2	$374K	Buy	7,642 +142	+2%	+$6.99K	0.26%	28
2023 Q1	$364K	Hold	7,500	–	–	0.27%	26
2022 Q4	$344K	Buy	+7,500	New	+$326K	0.33%	33

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Claris Advisors's EFV Position: Q2 2026 in Review

Claris Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.6% in Q2 2026, buying an estimated $15.9K and bringing the position to 8,060 shares worth $617K. The position accounts for 0.16% of the portfolio, ranked #40.

Claris Advisors first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. 309 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Claris Advisors held 8,060 shares of iShares MSCI EAFE Value ETF worth $617K as of Q2 2026.
Claris Advisors bought 206 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $15.9K.
iShares MSCI EAFE Value ETF made up 0.16% of Claris Advisors's portfolio in Q2 2026, its #40 holding.
Claris Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
309 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.